Morris Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.53M | Sell |
35,648
-458
| -1% | -$32.6K | 2.39% | 21 |
|
|
2022
Q2 | $2.78M | Buy |
36,106
+707
| +2% | +$54.4K | 2.48% | 19 |
|
|
2022
Q1 | $2.59M | Buy |
35,399
+8,188
| +30% | +$598K | 2.01% | 24 |
|
|
2021
Q4 | $1.7M | Sell |
27,211
-9,222
| -25% | -$575K | 1.25% | 26 |
|
|
2021
Q3 | $2.16M | Sell |
36,433
-1,330
| -4% | -$78.7K | 1.7% | 26 |
|
|
2021
Q2 | $2.52M | Sell |
37,763
-539
| -1% | -$36K | 1.91% | 25 |
|
|
2021
Q1 | $2.42M | Sell |
38,302
-965
| -2% | -$60.9K | 1.96% | 23 |
|
|
2020
Q4 | $2.44M | Sell |
39,267
-4,030
| -9% | -$250K | 2% | 23 |
|
|
2020
Q3 | $2.61M | Sell |
43,297
-2,774
| -6% | -$167K | 2.3% | 16 |
|
|
2020
Q2 | $2.71M | Sell |
46,071
-2,804
| -6% | -$165K | 2.44% | 14 |
|
|
2020
Q1 | $2.72M | Buy |
48,875
+6,908
| +16% | +$385K | 2.92% | 12 |
|
|
2019
Q4 | $2.69M | Buy |
+41,967
| New | +$2.69M | 2.26% | 18 |
|